+50.7%
TEL vs MSCI
-10.9%
+61.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +2.0% | -0.4% |
| 7D | -1.4% | -2.1% | +0.6% | -0.7% |
| 30D | -4.9% | -1.7% | -3.1% | -4.4% |
| 3M | +0.1% | -8.2% | +8.3% | +2.3% |
| 6M | +0.4% | -2.4% | +2.8% | -0.4% |
| YTD | -8.9% | -2.8% | -6.1% | -10.1% |
| 1Y | -0.3% | -2.7% | +2.3% | -2.3% |
| 3Y | +67.6% | +7.3% | +60.3% | +52.9% |
| 5Y | +50.7% | -11.4% | +62.1% | +39.4% |
| All | +50.7% | -10.9% | +61.5% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MSCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling